Broker Check

Understanding Updates on Inherited IRAs

August 19, 2022

The IRS has recently proposed a new way to interpret rules for inherited IRAs through the SECURE Act. If this gets approval, how will this affect the way you handle your inherited IRA? In this episode, Financial Advisors Rose Price, CFP® AIF® and Chris Mellone, CFA CFP® AIF® help you to better understand the proposed rules and discuss ways to strategize with an advisor to account as part of a comprehensive financial plan. Want to learn more? Schedule a call with Rose or Chris at